Case Study 1   Solicitor Case Manager

Mandy McCormack, Quality Manager of Tormeys Solicitors in Athlone, Co Westmeath gives her views on the OPSIS Solicitor Case Manager system. The system has been installed since February 2001 and the firm presently boasts 24 users. The Practice specialises in mainly Plaintiff Litigation and Insurance Company Defendant Litigation.

What was the main reason for looking at a Case Management/Accounts system?

To produce standardised letters in an efficient manner.

Did you look at other systems? If so, why did you choose OPSIS?

Looked at one other system - cannot recall the name of same. We chose OPSIS as it appeared to be more structured and user friendly.

How was the initial transition to the system?

The initial transition was slow as we also changed from Wordperfect to Word and staff were reluctant to change. The system was up and running for about a year before we were satisfied that we had all necessary documentation up and running.

How did the staff adapt to the changeover?

Some were very reluctant but the younger members took to it very well and any staff who have come on board since find it very easy to pick up.

Was the time frame for the implementation of the system sufficient?

Yes

How did you find the training from OPSIS?

I found training very informative and the trainers very co-operative and helpful.

What are the main advantages of the system in comparison to before having it installed?

Our system is more efficient as all users are using the same precedents.
All documentation relating to a file is held in the one area i.e., under case documents. The diarying system means that we have moved away from manual diaries. It also makes life easier for new employees as they can access precedent letters under the various sections i.e., conveyancing purchase, conveyancing sale, litigation defendant, etc.

In what ways has it made a difference to the practice?

It has made the practice more efficient all round.

What have been the main cost savings?

It has meant saving on paperwork as everything is now computerised. Also the stationery bills are lower as precedent letters are used, thus cutting down on the number of typographical errors. In addition practically anyone who can operate a PC can generate documention which cuts down on the need to have secretaries with high typing speeds.

Are you satisfied with the level of ongoing support from OPSIS? How could we improve on this service?

I am satisfied with the support being offered.

Would you recommend OPSIS, and why?

Yes - because it is a good system and, providing precedents are up on the system and all contacts are set up initially, it makes the running of a file much smoother.

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